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How DITA got her groove back:
Going Mapless
(a.k.a.LessonsfromTheSchoolofPracticalExperience)
Don Day
Learning by Wrote
Information Development World 2015, San Jose, California 1
Don Day
• Twitter: @donrday
• Web site: http://learningbywrote.com
• 25 years in Information Development at IBM
• Founding Chair, OASIS DITA Technical Committee 2004-2013
• Passion: DITA as Intelligent Content for the Web
• #MaplessDITA for Twitter karma
2
Motivations
• To dispel some popular myths:
• “DITA is mainly for Tech Comm”
• “DITA is defined by Concept, Task, and Reference”
• “DITA is too complex/has too many tags”
• “DITA requires a CMS”
• To encourage DITA’s uptake in more roles:
• Lightweight knowledge capture
• Collections based on local metadata
• Semantic single components (recipes, collectibles, terms)
• Customization deferred from build time (preselection by author)
to search time (selection by reader)
• Direct-to-Web publishing as Page One articles
• Based on explorations with ongoing expeDITA project
3
Perspectives on context:
4
Polynesian stick chart
(a.k.a. wayfinder)
• A Wayfinder represents the contexts that can influence your
content journey
• Not a map or guided tour of destinations
• As in “Where to go”
• But knowledge about the options along your path
• As in “Ways to go”
5
But where am I?
Image source: http://www.eurosail.ro/forum/viewtopic.php?f=30&t=387
6
Compass, sextant and
chronometer
• Sextant for latitude
• Chronometer for longitude
• Compass for direction
• Determines “Where am I”
• My relationship to points of interest
7
Setting our context:
What is context, anyway?
8
Per User Centered Design:
Contextis everything.
We must ground ourwork in a rich understandingof
the contextof use, or else we run the risk of creating
wellmeaningrubbish.
Iain Barker, http://www.simplerisbetter.wordpress.com
9
Per Business Process:
Background, environment,framework, setting,or
situation
surrounding
an event or occurrence.
http://www.businessdictionary.com/definition/context.html
10
Dissecting the definition
“Background, environment,
framework, setting, or situation
A context has unique
characteristics or properties
surrounding Implies temporal and spatial
cues (sequence, location)
an event or occurrence.” Signifies a triggering
condition (matching a rule) 11
In daily life:
• Context involves sensors providing data to a
system for determining an action
• Thermostats, toasters, flush valves (terminate activity
upon reaching a limit)
• Responsive Web Design (reflow page designs based on
device queries)
• Any profile-based activity (defining what interactions
you want to receive)
12
In DITA:
• Context involves properties that can be acted upon by
processing filters (ditaval)
• These properties can be modified:
• By map context (topicmeta property cascade)
• By branch filtering (changing key resolution in different parts of
the map)
• Elements with properties that match a rule can be:
• Filtered (selectively exclude or include)
• Flagged (selectively adorn stylistically)
• Conditional processing effectively removes some selection
(ergo context) for users. This can lead to…
13
The “Fourth wall” dilemma
• Outtake from “The Boxtrolls”:
“I think it throws out notions of free will.”
The Boxtrolls: Time Lapse End Credits
14
Ways around the problem
By Jens Lelie, unsplash.com
15
Signs on each path:
The Compile path
• Map is the context
• Topic properties are
derived and mutable
• Deliverables in multiple
versions to anticipate
multiple use cases
• We know this path…
The Grab-and-go path
• Environment is the
context
• Topic properties are
generally immutable
• Resources rendered
according to RI, RP, RT
• But what’s down this
one? 16
Grab-and-Go scenarios
• Microsites: content prepared specifically for one product or
service or user request
• Specific car models or genres of music, movies, plays
• Entertainment (often branded; cat videos OMG)
• Calculators, comparators, configurators, troubleshooters
• Gaming sites, collector sites, hobby sites (lore)
• Consumer education and awareness of issues, candidates
• Long form reading (blogs, magazines, news)
• Fan, tribute, meme sites
• Emergency preparedness playbooks and how-to
• Wikis for SME knowledge capture, agile team collaboration
17
Harnessing new contexts
• A loosely coupled architecture:
• Allows rich selection (greatest affordance of facets and content
for users)
• Enables deep searchability (search is a way to pass live selection
filters to a set of content)
• Applies context-modified views to the result (both map and topic)
• (a.k.a. Adaptable Content)
• Resolve in the browser (XML is available for JavaScript logic)
• Resolve on the server (optimize use of bandwidth, caching)
• State machines watch for actionable signals.
• Wait… state what? 18
You’ve seen them before!
• A state machine uses inputs (context!) to determine when
to change states and call new behaviors
• Conditional processing for DITA involves a state machine:
<prop att="product“ val="extendedprod“ action="exclude"/>
I.e., if the value of the current element’s product attribute is
"extendedprod" then exclude the element.
• With mobile devices, contextual data includes geolocation,
time, velocity, direction, image and biometric processing
• Or user profile, bookmarks, browse history, contact lists…
• Or responses to a form
19
Net on State Machines
• #MaplessDITA is very much about moving state-based
behaviors closer to the user’s encounter with the content
20
Topics have internal contexts
• Direct properties (metadata in a prolog)
• Creation date
• Author
• Status
• Indirect properties (ids or keywords that associate topic to
other collections)
• Category
• Resourceid
• Publisher, Series, Source, etc.
21
Topics have context by proxy
• The domain of use may suggest context-dependent values
• In a software lab, italics nearly always signify variables
• At a semiconductor design facility, overlined terms (new in DITA 1.3)
likewise signify flags (on/off conditions)
• Artifacts of user curation: bookmark files, known prior reuse
• History of reuse--has it been historically organized by:
• Length
• Alphabet
• Time
• Category
• Hierarchy
“Because you are at #IDW2015, you must be a content professional!”
22
Queries and parameters
• A URL can be extended by
• Additional parameter segments (‘/size/large/color/blue’)
• Parameter queries (‘?size=large&color=blue’)
• “Post” data from forms is another, less obvious, way to pass
query data to an application
• The ? method is actually how many CMSs locate versioned
resources
• In effect, URL parameters provide context that can apply to
stateful views of the resource
23
How to let a topic assert
itself
• Best practices
• Fill in all appropriate metadata in prolog
• If semantic markup is available, use it (<code> instead of <tt>)
• Consider using indexing and keywords; these help improve search
even after publication
• Use DITA’s searchtitle element to represent how search tools list
your topic when it shows up on search results. You want readers
to see and pick out your topic from a sea of candidate hits.
• Select markup for what something is, not for how it appears *
*
24
What then is Mapless DITA?
• Topics
• Contexts
• Processing
• A philosphy
25
Topics in Mapless DITA
• A Topic does not need to rely on maps for their properties or
behaviors
• Meaning that the topic can be used in map-based builds that
resolve properties
• But the topic has no build-breaking dependencies on the map for
context
• Many topics in current content repositories are already
compliant for this kind of use.
• How:
• Constrained content models
• Allowed operations in authoring tools
• Processing overrides as needed 26
Contexts in Mapless DITA
• Contexts can take the place of maps for inferring:
• Membership in a collection
• query as shorthand for “list of links of a kind”
• Dynamic relationship of a topic to its peers
• Ranking by relevance
• Likely targets for *-ref resolution (xref, conref, link)
• How:
• Depending on storage, build query functions that create arrays of
values-of-a-kind. Use “set membership” logic to retrieve records
of topics that match (effectively faceted search to generate a map
of already-matching candidate topics).
• Likewise for properties or filtering conditions implied by context
(user preference data, for example)
27
Processing in Mapless DITA
• Remember “State Machine?” This is logic based on values!
• Processing for specific applications is generally lighter weight
• Only delta processing with application expectations is needed;
should be an override to standard processing templates
• But even the library of “standard processing templates” can shed
the weight of processing that would be unused anyway.
• Is this a case of building “Yet Another DITA Toolkit?”
• No different from vendors bringing competitive features to
market. The content should process in any environment.
• The question is,
• Does #MaplessDITA help solve a problem that perhaps only you
have? If it does, get your groove on!
28
With this proviso:
“Make things as simple as necessary,
but not simpler.”
Einstein’s Razor, dulled by Day #MaplessDITA
29
Some Efforts
• TLoWiki collaboration site for XML Press “The Language of”
book series (using a tlotermtopic specialization that drives
form-based editing)
• Dynamic DITA Document Display demo site for a browser-
based transformation engine that drives VMTurbo help.
• LightWeight DITA, explained by Michael Priestley
30
Questions?
• Fini!
31
Backup
32
DITA’s Architecture
• The Collection (map) and the Instance (topic)
• DITA models the RESTful Web
• The Shape Shifter
• DITA models the organization’s business requirements
• The Assimilation of ‘The Build’
• Most DITA applications follow a common processing model that
derives final property values from the map context. This is
“wicked powerful.”
33
Tools of DITA
• The Source:
• Standard XML distinguished by DITA features
• architectural forms based on class attribute
• extensibility by specialization
• element-level reuse by conref
• Can be edited in any XML editor; best if also DITA-aware
• Capable of file-based storage; does not pre-req CMS
• The Build:
• Based on compile model similar to programming
• Popular example: DITA Open Toolkit
• The Deliverable:
• Declarative, deterministic (separate compiles for different goals)
34
Information Architecture?
• DITA’s base design is neutral regarding Information
Architectures
• Repeat. Memorize!
• Yes, DITA’s first specializations supported Minimalism and
popular Infotypes, an approach still widely used:
• Concept
• Task
• Reference
• But, the base topic and map can extend to each new IA as
needed. 35
Transition thought:
Ley Campoamor
“In this treacherous world
nothing is truth or lie;
everything depends on the color
of the glass through which one looks.”
• Switching glasses now…
36
A job for State Machines
• Inputs are triggers to transition from one state to another
• (such as temperature transitions in a thermostat)
• A State Transition Table defines these context-based
behaviors:
Current State Input Next State Output
Read
“Edit”
Control
In-edit
Load file from storage
into editor session
In-edit
“Save as”
Control
In-edit
Save contents to new
storage location;
remain in In-edit
state
“Save”
Conrol
Read
Save contents to
current storage
location; return to
Read state
37

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How DITA Got Her Groove Back: Going Mapless with Don Day

  • 1. How DITA got her groove back: Going Mapless (a.k.a.LessonsfromTheSchoolofPracticalExperience) Don Day Learning by Wrote Information Development World 2015, San Jose, California 1
  • 2. Don Day • Twitter: @donrday • Web site: http://learningbywrote.com • 25 years in Information Development at IBM • Founding Chair, OASIS DITA Technical Committee 2004-2013 • Passion: DITA as Intelligent Content for the Web • #MaplessDITA for Twitter karma 2
  • 3. Motivations • To dispel some popular myths: • “DITA is mainly for Tech Comm” • “DITA is defined by Concept, Task, and Reference” • “DITA is too complex/has too many tags” • “DITA requires a CMS” • To encourage DITA’s uptake in more roles: • Lightweight knowledge capture • Collections based on local metadata • Semantic single components (recipes, collectibles, terms) • Customization deferred from build time (preselection by author) to search time (selection by reader) • Direct-to-Web publishing as Page One articles • Based on explorations with ongoing expeDITA project 3
  • 5. Polynesian stick chart (a.k.a. wayfinder) • A Wayfinder represents the contexts that can influence your content journey • Not a map or guided tour of destinations • As in “Where to go” • But knowledge about the options along your path • As in “Ways to go” 5
  • 6. But where am I? Image source: http://www.eurosail.ro/forum/viewtopic.php?f=30&t=387 6
  • 7. Compass, sextant and chronometer • Sextant for latitude • Chronometer for longitude • Compass for direction • Determines “Where am I” • My relationship to points of interest 7
  • 8. Setting our context: What is context, anyway? 8
  • 9. Per User Centered Design: Contextis everything. We must ground ourwork in a rich understandingof the contextof use, or else we run the risk of creating wellmeaningrubbish. Iain Barker, http://www.simplerisbetter.wordpress.com 9
  • 10. Per Business Process: Background, environment,framework, setting,or situation surrounding an event or occurrence. http://www.businessdictionary.com/definition/context.html 10
  • 11. Dissecting the definition “Background, environment, framework, setting, or situation A context has unique characteristics or properties surrounding Implies temporal and spatial cues (sequence, location) an event or occurrence.” Signifies a triggering condition (matching a rule) 11
  • 12. In daily life: • Context involves sensors providing data to a system for determining an action • Thermostats, toasters, flush valves (terminate activity upon reaching a limit) • Responsive Web Design (reflow page designs based on device queries) • Any profile-based activity (defining what interactions you want to receive) 12
  • 13. In DITA: • Context involves properties that can be acted upon by processing filters (ditaval) • These properties can be modified: • By map context (topicmeta property cascade) • By branch filtering (changing key resolution in different parts of the map) • Elements with properties that match a rule can be: • Filtered (selectively exclude or include) • Flagged (selectively adorn stylistically) • Conditional processing effectively removes some selection (ergo context) for users. This can lead to… 13
  • 14. The “Fourth wall” dilemma • Outtake from “The Boxtrolls”: “I think it throws out notions of free will.” The Boxtrolls: Time Lapse End Credits 14
  • 15. Ways around the problem By Jens Lelie, unsplash.com 15
  • 16. Signs on each path: The Compile path • Map is the context • Topic properties are derived and mutable • Deliverables in multiple versions to anticipate multiple use cases • We know this path… The Grab-and-go path • Environment is the context • Topic properties are generally immutable • Resources rendered according to RI, RP, RT • But what’s down this one? 16
  • 17. Grab-and-Go scenarios • Microsites: content prepared specifically for one product or service or user request • Specific car models or genres of music, movies, plays • Entertainment (often branded; cat videos OMG) • Calculators, comparators, configurators, troubleshooters • Gaming sites, collector sites, hobby sites (lore) • Consumer education and awareness of issues, candidates • Long form reading (blogs, magazines, news) • Fan, tribute, meme sites • Emergency preparedness playbooks and how-to • Wikis for SME knowledge capture, agile team collaboration 17
  • 18. Harnessing new contexts • A loosely coupled architecture: • Allows rich selection (greatest affordance of facets and content for users) • Enables deep searchability (search is a way to pass live selection filters to a set of content) • Applies context-modified views to the result (both map and topic) • (a.k.a. Adaptable Content) • Resolve in the browser (XML is available for JavaScript logic) • Resolve on the server (optimize use of bandwidth, caching) • State machines watch for actionable signals. • Wait… state what? 18
  • 19. You’ve seen them before! • A state machine uses inputs (context!) to determine when to change states and call new behaviors • Conditional processing for DITA involves a state machine: <prop att="product“ val="extendedprod“ action="exclude"/> I.e., if the value of the current element’s product attribute is "extendedprod" then exclude the element. • With mobile devices, contextual data includes geolocation, time, velocity, direction, image and biometric processing • Or user profile, bookmarks, browse history, contact lists… • Or responses to a form 19
  • 20. Net on State Machines • #MaplessDITA is very much about moving state-based behaviors closer to the user’s encounter with the content 20
  • 21. Topics have internal contexts • Direct properties (metadata in a prolog) • Creation date • Author • Status • Indirect properties (ids or keywords that associate topic to other collections) • Category • Resourceid • Publisher, Series, Source, etc. 21
  • 22. Topics have context by proxy • The domain of use may suggest context-dependent values • In a software lab, italics nearly always signify variables • At a semiconductor design facility, overlined terms (new in DITA 1.3) likewise signify flags (on/off conditions) • Artifacts of user curation: bookmark files, known prior reuse • History of reuse--has it been historically organized by: • Length • Alphabet • Time • Category • Hierarchy “Because you are at #IDW2015, you must be a content professional!” 22
  • 23. Queries and parameters • A URL can be extended by • Additional parameter segments (‘/size/large/color/blue’) • Parameter queries (‘?size=large&color=blue’) • “Post” data from forms is another, less obvious, way to pass query data to an application • The ? method is actually how many CMSs locate versioned resources • In effect, URL parameters provide context that can apply to stateful views of the resource 23
  • 24. How to let a topic assert itself • Best practices • Fill in all appropriate metadata in prolog • If semantic markup is available, use it (<code> instead of <tt>) • Consider using indexing and keywords; these help improve search even after publication • Use DITA’s searchtitle element to represent how search tools list your topic when it shows up on search results. You want readers to see and pick out your topic from a sea of candidate hits. • Select markup for what something is, not for how it appears * * 24
  • 25. What then is Mapless DITA? • Topics • Contexts • Processing • A philosphy 25
  • 26. Topics in Mapless DITA • A Topic does not need to rely on maps for their properties or behaviors • Meaning that the topic can be used in map-based builds that resolve properties • But the topic has no build-breaking dependencies on the map for context • Many topics in current content repositories are already compliant for this kind of use. • How: • Constrained content models • Allowed operations in authoring tools • Processing overrides as needed 26
  • 27. Contexts in Mapless DITA • Contexts can take the place of maps for inferring: • Membership in a collection • query as shorthand for “list of links of a kind” • Dynamic relationship of a topic to its peers • Ranking by relevance • Likely targets for *-ref resolution (xref, conref, link) • How: • Depending on storage, build query functions that create arrays of values-of-a-kind. Use “set membership” logic to retrieve records of topics that match (effectively faceted search to generate a map of already-matching candidate topics). • Likewise for properties or filtering conditions implied by context (user preference data, for example) 27
  • 28. Processing in Mapless DITA • Remember “State Machine?” This is logic based on values! • Processing for specific applications is generally lighter weight • Only delta processing with application expectations is needed; should be an override to standard processing templates • But even the library of “standard processing templates” can shed the weight of processing that would be unused anyway. • Is this a case of building “Yet Another DITA Toolkit?” • No different from vendors bringing competitive features to market. The content should process in any environment. • The question is, • Does #MaplessDITA help solve a problem that perhaps only you have? If it does, get your groove on! 28
  • 29. With this proviso: “Make things as simple as necessary, but not simpler.” Einstein’s Razor, dulled by Day #MaplessDITA 29
  • 30. Some Efforts • TLoWiki collaboration site for XML Press “The Language of” book series (using a tlotermtopic specialization that drives form-based editing) • Dynamic DITA Document Display demo site for a browser- based transformation engine that drives VMTurbo help. • LightWeight DITA, explained by Michael Priestley 30
  • 33. DITA’s Architecture • The Collection (map) and the Instance (topic) • DITA models the RESTful Web • The Shape Shifter • DITA models the organization’s business requirements • The Assimilation of ‘The Build’ • Most DITA applications follow a common processing model that derives final property values from the map context. This is “wicked powerful.” 33
  • 34. Tools of DITA • The Source: • Standard XML distinguished by DITA features • architectural forms based on class attribute • extensibility by specialization • element-level reuse by conref • Can be edited in any XML editor; best if also DITA-aware • Capable of file-based storage; does not pre-req CMS • The Build: • Based on compile model similar to programming • Popular example: DITA Open Toolkit • The Deliverable: • Declarative, deterministic (separate compiles for different goals) 34
  • 35. Information Architecture? • DITA’s base design is neutral regarding Information Architectures • Repeat. Memorize! • Yes, DITA’s first specializations supported Minimalism and popular Infotypes, an approach still widely used: • Concept • Task • Reference • But, the base topic and map can extend to each new IA as needed. 35
  • 36. Transition thought: Ley Campoamor “In this treacherous world nothing is truth or lie; everything depends on the color of the glass through which one looks.” • Switching glasses now… 36
  • 37. A job for State Machines • Inputs are triggers to transition from one state to another • (such as temperature transitions in a thermostat) • A State Transition Table defines these context-based behaviors: Current State Input Next State Output Read “Edit” Control In-edit Load file from storage into editor session In-edit “Save as” Control In-edit Save contents to new storage location; remain in In-edit state “Save” Conrol Read Save contents to current storage location; return to Read state 37